-5.0%
FLG vs VT
+11.9%
-17.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.6% |
| 7D | -0.4% | +2.4% | -2.7% | -2.0% |
| 30D | -5.7% | -1.5% | -4.2% | -4.7% |
| 3M | -26.5% | -4.1% | -22.4% | -24.3% |
| 6M | -23.4% | +0.6% | -23.9% | -23.8% |
| YTD | -16.6% | +11.0% | -27.6% | -23.7% |
| 1Y | -5.0% | +13.3% | -18.4% | -15.7% |
| All | -5.0% | +11.9% | -17.0% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling